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Benefits brokerage · 3 offices

ALERA GENERAL AGENCY INSURANCE

ALERA GENERAL AGENCY INSURANCE is named as the broker of record on 29 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
29
Carriers
5

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
PITTSBURGHPA22
DEERFIELDIL6
MECHANICSBURGPA1

Book profile

ALERA GENERAL AGENCY INSURANCE brokers 29 insured contracts for 25 employers, across 8 states, led by PA, MD, WV.

Life is the largest line (20 contracts), followed by dental (17), disability (17), vision (15).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (13, about 45%); PRINCIPAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY follow.

Renewals concentrate on January 1: 66% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 20 · dental 17 · disability 17 · vision 15 · health 10

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
ENERGY TRANSPORTATION LLCBRIDGEPORT, WVPITTSBURGH, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
MVB FINANCIAL CORPFAIRMONT, WVPITTSBURGH, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
LIVING INDEPENDENCE FOR THE ELDERLY PITTSBURGHPITTSBURGH, PAPITTSBURGH, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJul 1FY2025
ASCENT MULTIFAMILY ACCOUNTINGLAS VEGAS, NVPITTSBURGH, PAPRINCIPAL LIFE INSURANCE COMPANYJul 1FY2025
PRECO, LLCLENEXA, KSPITTSBURGH, PAPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
20

more employers in ALERA GENERAL AGENCY INSURANCE's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)